Engrave Wealth Partners LLC Ishares Msci Usa Momentum Fact Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
Shares
6 transactions
Others Institutions Holding MTUM
# of Institutions
798Shares Held
49.6MCall Options Held
266KPut Options Held
778K-
Envestnet Asset Management Inc7.96MShares$1.73 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.72 Billion3.52% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$520 Million0.3% of portfolio
-
Assetmark, Inc1.69MShares$368 Million0.98% of portfolio
-
Black Rock Inc. New York, NY1.51MShares$327 Million0.01% of portfolio